This week on the blog, I want to share the love and tell you about one of my favorite people on the planet: Shannah Compton Game. Shannah is not just an amazing CFP® Professional (and good friend of mine), but she is also a fellow CFP® Board Ambassador. What’s even more amazing about Shannah is[…]

I came across an interesting article on MagnifyMoney.com titled “Where the Wealthiest Millennials Stash Their Money” that compared the top 25% of Millennial households with Average Millennial households. It compared things like how each group invests money, how their financial assets are structured and how their debts are structured. And like any good Millennial, I wanted[…]

A lot of this blog is focused on issues that Millennials themselves are facing, but this week I want to share some thoughts for my Boomers. (Millennials, this is a good post to send to your parents if they are nearing retirement). If you are already retired or nearing retirement, the choice of where to[…]

I hear it all the time: “If I only knew about this stuff back then.” When we talk about personal finance it’s usually more about what you should be doing now, but too often the mistake has already been made. I talk and write a lot about financial literacy because it is so important but[…]

Did you know that this week is National Retirement Security Week? Now before you go all whatever, Douglas, I’ve got this, let’s take a short quiz: How much do you have saved for retirement? How are you saving it? Is it in a 401(k), IRA, Roth IRA, SEP, SIMPLE IRA? Do you even know what[…]

Self-employed Millennials know that there are lots of perks to being your own boss. You can make your own hours, set your dress code and decide where and when you will work. But the down stroke is that you don’t get some of the benefits of a typical workplace such as health care, insurance or,[…]

It’s a question so many Millennials have. I want to have a home for my family, but how can I afford to do that with student loan debt? It’s a tough question, but if you put a little work into it, you may find out that it is possible. My wife and I both have[…]

What’s new in online banking? Aspiration. I get a lot of questions from clients and friends about which bank or checking account I would recommend they use. I generally suggest they focus on the accounts with the best features and lowest fees because, like many of us Millennials, I’m not a fan of most big banks.[…]

As Millennial parents, many of us spend a lot of time planning for a baby and then for the expense of raising a child. But, what about once that child grows up? Is there something you can do as a parent to help save for college, their future retirement or just a little something extra?[…]

For some it’s because they can’t find a job, for others it’s to try to pay down debt and save more money. No matter the reason, many Millennials are moving back home. We’ve talked about the Millennial financial situation before so this shouldn’t be a surprise. Many Millennials are boomerang kids, meaning that they move[…]